Purchases and Sales Made in Q3 2024 in Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2025 TERM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
8.84K+ 13.72% |
$219K - $222K
|
73.2K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.78K+ 1.58% |
$218K - $220K
|
565K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.6KNew |
$213K - $216K
|
8.6K
$216K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.57KNew |
$212K - $215K
|
8.57K
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.38K+ 2.8% |
$208K - $210K
|
307K
$7.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.31K+ 17.08% |
$206K - $209K
|
57K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.28K+ 6.52% |
$205K - $208K
|
135K
$3.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7.95K+ 35.11% |
$197K - $200K
|
30.6K
$767K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7.93K+ 12.87% |
$197K - $199K
|
69.5K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.92K+ 6.71% |
$196K - $199K
|
126K
$3.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.87K+ 12.51% |
$195K - $198K
|
70.8K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.71KNew |
$191K - $194K
|
7.71K
$193K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
7.65K+ 81.63% |
$189K - $192K
|
17K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.4K+ 16.68% |
$183K - $186K
|
51.7K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.35K+ 3.37% |
$182K - $185K
|
225K
$5.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
7.26K+ 42.63% |
$180K - $182K
|
24.3K
$610K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.08K+ 76.76% |
$175K - $178K
|
16.3K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
7.06K+ 59.97% |
$175K - $177K
|
18.8K
$473K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.71K+ 5.04% |
$166K - $168K
|
140K
$3.51M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
6.6K+ 24.03% |
$164K - $166K
|
34.1K
$855K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.49K+ 31.78% |
$161K - $163K
|
26.9K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
6.31K+ 41.15% |
$156K - $158K
|
21.6K
$543K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.15K+ 11.53% |
$152K - $154K
|
59.5K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.01K+ 41.26% |
$149K - $151K
|
20.6K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.01K+ 0.74% |
$149K - $151K
|
818K
$20.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.45K+ 4.43% |
$135K - $137K
|
128K
$3.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.33K+ 1.33% |
$132K - $134K
|
407K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.23K+ 28.05% |
$130K - $131K
|
23.9K
$599K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.77K+ 16.11% |
$118K - $120K
|
34.4K
$863K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.62K+ 3.75% |
$114K - $116K
|
128K
$3.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4.55K+ 2.84% |
$113K - $114K
|
165K
$4.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.47K+ 13.32% |
$111K - $112K
|
38K
$954K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.35K+ 2.3% |
$108K - $109K
|
193K
$4.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.25K+ 5.58% |
$105K - $107K
|
80.4K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
4.22KNew |
$105K - $106K
|
4.22K
$106K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
4.06K+ 16.51% |
$101K - $102K
|
28.6K
$719K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
4.03K+ 10.36% |
$99.8K - $101K
|
42.9K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.02K+ 93.88% |
$99.6K - $101K
|
8.3K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.01K+ 5.8% |
$99.4K - $101K
|
73.2K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
3.99K+ 14.58% |
$98.8K - $100K
|
31.3K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.96K+ 4.42% |
$98.2K - $99.5K
|
93.6K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.93KNew |
$97.3K - $98.6K
|
3.93K
$98.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.9K+ 4.07% |
$96.6K - $97.9K
|
99.6K
$2.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.61K+ 7.33% |
$89.5K - $90.6K
|
52.8K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.6K+ 1.04% |
$89.3K - $90.5K
|
350K
$8.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.59K+ 4.71% |
$89.1K - $90.2K
|
79.9K
$2.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.38K+ 9.36% |
$83.7K - $84.8K
|
39.5K
$991K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.28K+ 80.33% |
$81.2K - $82.3K
|
7.35K
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.26K+ 1.95% |
$80.9K - $82K
|
171K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.26K+ 16.69% |
$80.7K - $81.7K
|
22.8K
$571K
|